First Trust Advisors
CALX icon

First Trust Advisors’s Calix CALX Stock Holding History

First Trust Advisors’s Portfolio CALX Stock Details CALX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.32M Buy
115,623
+58,906
+104% +$2.47M ﹤0.01% 1663
2026
Q1 		$2.78M Sell
56,717
-35,523
-39% -$1.86M ﹤0.01% 1775
2025
Q4 		$4.88M Buy
92,240
+85,563
+1,281% +$4.98M ﹤0.01% 1418
2025
Q3 		$410K Buy
+6,677
New +$385K ﹤0.01% 2344
2024
Q3 		– Sell
-16,606
Closed -$588K – 2380
2024
Q2 		$588K Buy
16,606
+3,882
+31% +$125K ﹤0.01% 2095
2024
Q1 		$422K Buy
12,724
+2,052
+19% +$76.5K ﹤0.01% 2180
2023
Q4 		$466K Sell
10,672
-25,005
-70% -$1,000K ﹤0.01% 2153
2023
Q3 		$1.64M Buy
35,677
+26,804
+302% +$1.21M ﹤0.01% 1765
2023
Q2 		$443K Sell
8,873
-40,637
-82% -$1.96M ﹤0.01% 2173
2023
Q1 		$2.65M Sell
49,510
-19,779
-29% -$1.08M ﹤0.01% 1561
2022
Q4 		$4.74M Buy
69,289
+37,906
+121% +$2.55M 0.01% 1222
2022
Q3 		$1.92M Buy
31,383
+1,019
+3% +$54.5K ﹤0.01% 1695
2022
Q2 		$1.04M Sell
30,364
-34,169
-53% -$1.27M ﹤0.01% 1969
2022
Q1 		$2.77M Sell
64,533
-47,211
-42% -$2.39M ﹤0.01% 1643
2021
Q4 		$8.94M Sell
111,744
-6,947
-6% -$454K 0.01% 1101
2021
Q3 		$5.87M Sell
118,691
-35,245
-23% -$1.63M 0.01% 1219
2021
Q2 		$7.31M Sell
153,936
-20,588
-12% -$904K 0.01% 1114
2021
Q1 		$6.05M Buy
174,524
+14,411
+9% +$534K 0.01% 1132
2020
Q4 		$4.76M Buy
+160,113
New +$3.95M 0.01% 1105

Other funds holding CALX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

First Trust Advisors's CALX Position: Q2 2026 in Review

First Trust Advisors increased its Calix (CALX) stake by 104% in Q2 2026, buying an estimated $2.47M and bringing the position to 115,623 shares worth $4.32M. The position accounts for ﹤0.01% of the portfolio, ranked #1663.

First Trust Advisors first reported a position in CALX in Q4 2020 and has held it in 19 quarters since. The position peaked at $8.94M in Q4 2021. 287 funds tracked by Wall St. Rank hold CALX as of Q2 2026.

  • First Trust Advisors held 115,623 shares of Calix worth $4.32M as of Q2 2026.
  • First Trust Advisors bought 58,906 Calix shares in Q2 2026, an estimated $2.47M.
  • Calix made up ﹤0.01% of First Trust Advisors's portfolio in Q2 2026, its #1663 holding.
  • First Trust Advisors first reported a position in Calix in Q4 2020 and has held it in 19 quarters since.
  • First Trust Advisors's Calix position peaked at $8.94M in Q4 2021.
  • 287 funds tracked by Wall St. Rank held Calix as of Q2 2026.

Based on First Trust Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.